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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,024 | $156,398-36.0% | $147,318-32.1% | $138,895-28.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.46% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,204 | $4,853-54.6% | $4,593-52.0% | $4,194-47.5% |
| Participant deferral / active EE | $7,269 | $8,237-11.8% | $7,906-8.1% | $6,396+13.6% |
| Admin fee / account holder | $5,481 | $14,976-63.4% | $13,708-60.0% | $12,562-56.4% |